Case Study 1: Business Vision Overhaul

CLIENT:

Asset management subsidiary of top five global financial services company

CLIENT SITUATION:

Newly appointed CEO needed subsidiary to become significant contributor to parent company's profit
Wanted a fresh vision and plan to attain objective

CASEY QUIRK APPROACH:

Developed vision, objectives, and detailed plan through weekly sessions with CEO and senior team
Conducted and delivered assessment of the current organization
- Quantitative and qualitative assessment of flagship products
- Analysis of client’s financials, marketing material, organizational structure
- Interviews with company’s top 50 senior managers around the world
Conducted market sizing and opportunity projections to prioritize markets
Facilitated discussions between parent and subsidiary senior management on new vision and plan

PROJECT OUTCOME:

Vision and plan was endorsed by parent company CEO
Casey Quirk and CEO jointly rolled out vision to asset management leadership team
Business heads used new vision to develop specific implementation plans